+22.0%
WAT vs HAS
+63.1%
-41.2%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.8% | -2.8% | -1.3% |
| 7D | +0.7% | +2.0% | -1.3% | +0.3% |
| 30D | +9.0% | +30.9% | -21.9% | +4.0% |
| 3M | +13.5% | +28.8% | -15.3% | +8.5% |
| 6M | +35.3% | +32.3% | +2.9% | +27.9% |
| YTD | +24.0% | +54.7% | -30.7% | +6.8% |
| 1Y | +22.0% | +63.2% | -41.3% | +0.7% |
| All | +22.0% | +63.1% | -41.2% | +0.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded HAS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling